Dynamic Loan Sales, Collections & Tax Prep Specialist (Temp)

World Finance; Mansfield (TX); Hybrid; USD 22,000 - 25,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within

Performance-based earnings

401(k) with company match

Comprehensive benefits

Job summary

World Finance is seeking a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and assist customers with tax returns. The role requires daily outbound calling, in-person meetings, and closing loans, with performance-based bonus opportunities and advancement potential.

The position emphasizes fast-paced account management, handling challenging conversations, and meeting sales, collections, and tax prep goals across branches, with a strong focus on customer

Qualifications

• High school diploma or equivalent required.
• Valid driver's license with reliable transportation.
• Ability to perform bank runs independently.
• Strong communication and organization skills.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Goal-oriented

Communication skills

Education

High school diploma or equivalent

Tools

CRM software

Data entry

Job description

World Finance is seeking a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and assist customers with tax returns. The role requires daily outbound calling, in-person meetings, and closing loans, with performance-based bonus opportunities and advancement potential.

The position emphasizes fast-paced account management, handling challenging conversations, and meeting sales, collections, and tax prep goals across branches, with a strong focus on customer